+13.5%
AVTR vs FWONK
-4.6%
+18.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.2% |
| 7D | +2.7% | -6.2% | +8.9% | +3.8% |
| 30D | +12.1% | -0.6% | +12.6% | +12.3% |
| 3M | +57.2% | +11.1% | +46.2% | +57.6% |
| 6M | +73.1% | +11.7% | +61.3% | +73.3% |
| YTD | +30.6% | -3.1% | +33.7% | +29.2% |
| 1Y | +13.5% | -4.2% | +17.7% | +12.9% |
| All | +13.5% | -4.6% | +18.1% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FWONK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling